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Work Background
Seguro Insurance BrokerageInvestment Consultant
Aug. 2024Dubai, United Arab EmiratesAs a consultant at Seguro Insurance Brokers, I help individuals and businesses navigate complex insurance and investment options to achieve long-term financial security. With over 5 years of experience in the insurance industry, I offer a blend of expertise, personalized service, and trust, guiding clients through each step of their journey. My approach is client-first, ensuring that the solutions I provide are tailored to individual needs while fostering lasting relationships. Whether it’s breaking down complicated policies or providing strategic advice, my goal is always to deliver peace of mind and security for the future. I’m passionate about empowering others to feel confident in their financial decisions, and I’m continuously seeking opportunities to learn, grow, and make a positive impact. Let’s connect—I’d love to explore how we can work together or simply share insights!
BayzatService Account Manager
Feb. 2022 - Apr. 2023United Arab EmiratesFirst point of contact for clients and internal teams, handling daily activities and escalations.
Lead wellness events for Tier 1 clients.
Request and follow up on renewal terms, prepare or review benefit comparison, monitor escalation cases, and take prompt actions.
Assist in collecting operational data for renewal and meeting decks.
Handle claims escalations, push back on rejected cases, and resubmit justified cases for re-assessment.
Track overdue endorsements and follow up with the endorsement team.
Monitor overdue accounts with the finance team.
Collaborate with placement team and clients for efficient onboarding and renewals.
Ensure all clients are onboarded on Bayzat health application.
Conduct policy trainings for employees on benefits, claims, and application features and also train admin and HR on processing endorsements and employee records.
Improve servicing, relationship building, and deliver a world-class customer experience.
Usage of salesforce to create accounts, tasks,quote requests and recording client data
Gargash Insurance Services LLCInsurance Specialist
Nov. 2018 - Jan. 2022United Arab Emirates1. Obtaining and negotiating quotations with insurance companies as per the client’s requirements. 2. Providing the most comprehensive knowledge about the medical, motor, and general insurance policies by Coordinating with the client and internal teams/underwriters and makes informed recommendations according to their needs, and avoid future complications. 3. Handling the complete placement procedures and ensuring that all the documentations send to both the insurers and clients are accurate and within the standard turnaround time. Handling the renewal process such as negotiating renewal terms, obtaining different options from various insurance companies.
4. Assist in understanding the Schedule of Benefits for standard and customized products.
To make medical underwriting decisions within agreed authority limits and in line with the companies policies. 5. Evaluate applications and assess the medical aspects of underwriting with respect to Individual and Group business. 6. Review the applicant’s proposal taking into consideration of the age, profession, current health status, and previous medical history.
7. Assess/review the most complex individual and corporate insurance applications for medical insurance products 8. Preparing a comparison between different medical insurance quotations after a thorough review of the table of benefits. 9. Building long-lasting, mutually beneficial relationships with external contacts and internal departments to create a better customer experience.
10.Check insurance claims to solidify trust and safeguard the reputation and manage the claim process from the start through to settlement, making decisions on the extent and validity of a claim.
Ladco Crest Wealth ManagementCustomer Relationship Manager
Apr. 2017 - Aug. 2018Bengaluru Area, India• Assessed client needs and developed plans to adequately address current and future objectives.
• Identified opportunities to cross or up-sell products and communicated customer needs to appropriate team.
• Addressed and resolved customer complaints or issues to ensure satisfaction of the service provided. Ensured adherence to sales contract agreements and high-quality service delivery by coordinating with team and Sales department by leveraging productive and open client communications.
• Trained and coached a team of sales professionals focused on servicing accounts.
• Identified and qualified accounts to assess market potential.
• Identified and qualified customer needs, developed sales strategies and negotiated and closes profitable projects with an 85% success rate.
• Maintained and organized a customer database • Communicated regularly with the territory, regional and strategic managers for daily support and strategic planning for accounts.
• Identified and analyzed key competitors and related products.
• Researched and customized service proposals for clients.
• Developed and maintained long-term relationships with policyholders and small business entities.
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